Scheduling invoices in Bonsai allows you to save time and reduce manual effort by automatically sending invoices to clients on a chosen future date. This works for both one-time and recurring invoices.
Navigate to the sidebar: More > Invoices
Select the invoice you want to send in the future
Set the 'Issue Date' to a the date you'd like to auto-send this invoice
Once you have done so, you can select the calendar icon in the top righthand corner:
Note: the invoice 'Issue Date' must be in the future in order to select this icon.
Scheduling the Invoice
A confirmation modal will appear after selecting the calendar icon
Click Schedule Invoice to proceed
Another modal will open allowing you to:
Compose a custom email for your client
Confirm the email will be sent on the selected Issue Date
After selecting this, another modal will appear, allowing you to set up a custom email to be sent to your client. You can also confirm that the email will be scheduled for future delivery on the same issuing date.
Confirming Scheduled Invoices
To verify your invoice is scheduled, check the Overview section in the right-hand panel.
The status should display as Scheduled
Cancelling Auto-Send
Click the green text next to Repeat Until
2. The Schedule Invoice modal will appear
3.Select Disable Auto-Sending to stop future automatic delivery
Invoice Reminders
Bonsai sends an email reminder the day before a scheduled invoice is set to send
This gives you an opportunity to make final edits if needed
If no action is taken, the invoice will be sent automatically as scheduled (unless cancelled)